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Brokerage Accounts

We offer a broad selection of brokerage accounts. Contact us if you need help determining the best account for your needs.

  • Individual - For a single account holder only. The account holder must be 18 years of age or older.
  • Joint - For two or more account holders, for example, a husband and a wife. Both account holders must be 18 years of age or older.
     
    Two types of joint accounts are available:

    Rights of survivorship: In the event that one party dies, all assets automatically transfer to the other party.

    Tenants in common: In the event that one party dies, their portion of the assets will be transferred to an estate account and distributed according to will; the surviving party's assets remain undistributed and will be transferred into an individual account.

  • Corporate - Established in the name of and for the benefits of a corporation
  • Investment Club - One account made up of several individuals who pool their assets in order to make joint investment decisions.
  • UGMA/UTMA - An account established for a child as a long-term asset accumulation vehicle for college tuition or other purposes. When the child reaches the age of majority, usually age 18, the child will gain full discretion over the account, unless the account is set up in a trust controlled by the custodian.

*Additional documents may be required.


Securities and Exchange Commission Rule 11Ac1-6

U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers. View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through U.S. Bancorp Insurance Services, LLC, in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License Number OE24641.
NOT A DEPOSIT NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT GUARANTEED BY THE BANK
U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties.

* U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC is not a tax advisor. When it is appropriate, you are encouraged to seek professional tax advice.

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